next to the category field, you will find instructions of how to enter categories. These instructions are entered in the Categories procedure under Tables in the Global Settings module.In this section, you will find settings that apply to suppliers.
Bank giro number as supplier code?
This setting will determine that the supplier code must always be entered using a valid bank giro number in the Supplier Code field in the Update Supplier procedure. When you register a new supplier, the Bank giro number field will automatically be updated for the supplier.
This setting cannot be used if suppliers have already been registered using other codes than their bank giro numbers. In practice, this setting only allows you to register suppliers in Sweden that have a bank giro number.
Default payment method for new suppliers
Here you can choose which payment method that should be used as a default for new suppliers that are registered in the system.
Show Extra info tab in Update Supplier?
Here you can select whether or not to display the Extra info tab in the Update Supplier procedure. You can choose to show the tab with or without a table.
In this tab you can enter more additional information, if needed, in a number of text fields, date fields, integer fields and decimal fields. The field headings can be adapted to your own needs via the Property Management procedure. The information can then be used in customized reports, etc.
Use category management for supplier category?
If you check this setting you can display category explanation windows with multiple selection options in the Supplier category field in the Update Supplier procedure. The selection terms are created in the Category Management procedure under Tables in the Global Settings module. The supplier category setting for fixed assets also determines the amount of help that will be available in the Search Form for the lists where you can select by supplier category. This setting is activated by default.
If this setting is not activated you can enter supplier categories as additional text. You can then enter a maximum of 15 characters. By using the button next to the category field, you will find instructions of how to enter categories. These instructions are entered in the Categories procedure under Tables in the Global Settings module.
Use category management for reference category?
If you check this setting you can display category explanation windows with multiple selection options in the Reference category field in the Info tab in the Update Supplier procedure. The selection terms are created in the Category Management procedure under Tables in the Global Settings module. This setting is activated by default.
If this setting is not activated you can enter reference categories as additional text. You can then enter a maximum of 10 characters.
Activate Authorize supplier invoices for payment by default for new suppliers
If you activate this setting the Authorize for payment for supplier invoices will be automatically activated for new suppliers in the Update Supplier procedure.
"Authorize for payment" means that all supplier invoices with this setting must be authorized for payment before they can be paid, that is, a type of payment approval. You authorize the invoices for payment after they have been final coded in the Register Supplier Invoice procedure. During the authorization the invoices will get the status Authorized for Payment.
You authorize the supplier invoices in a special procedure in the Accounts Payable called Authorize for Payment. The purpose of authorizing for payment can for example be that a manager or superior must do a final review of the invoices before they can be paid.
Attach XML file by default for new suppliers
This setting determines whether or not it should be selected by default for a new supplier that an XML file should be attached in e-mail message containing purchase order and claim. If XML file should be attached or not can also be configured manually for a supplier by using the button Attach XML file under the Info tab in the Update Supplier procedure. Sending XML files in an e-mail message containing purchase order and claim is a function in MONITOR-to-MONITOR.
Default supplier status for new supplier
Here you can choose which status should be set when registering a new supplier in the Update Supplier procedure. The available alternatives are:
* You cannot edit the alternative Actual supplier. The other status alternatives can be updated/edited in the Customer / Supplier Status procedure.